Creative Planning
DASH icon

Creative Planning’s DoorDash DASH Stock Holding History

Creative Planning’s Portfolio DASH Stock Details DASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Sell
76,420
-2,391
-3% -$442K 0.01% 636
2025
Q4 		$17.8M Sell
78,811
-6,597
-8% -$1.55M 0.01% 420
2025
Q3 		$23.2M Buy
85,408
+1,055
+1% +$265K 0.02% 325
2025
Q2 		$20.8M Sell
84,353
-23,101
-21% -$4.63M 0.02% 329
2025
Q1 		$19.6M Buy
107,454
+33,830
+46% +$6.36M 0.02% 328
2024
Q4 		$12.4M Sell
73,624
-36,348
-33% -$5.97M 0.01% 391
2024
Q3 		$10.8M Buy
109,972
+40,489
+58% +$4.91M 0.01% 420
2024
Q2 		$7.56M Sell
69,483
-2,016
-3% -$243K 0.01% 497
2024
Q1 		$9.85M Sell
71,499
-14,169
-17% -$1.67M 0.01% 414
2023
Q4 		$8.47M Buy
85,668
+6,081
+8% +$539K 0.02% 418
2023
Q3 		$6.32M Buy
79,587
+14,656
+23% +$1.19M 0.01% 462
2023
Q2 		$4.96M Sell
64,931
-5,729
-8% -$380K 0.01% 524
2023
Q1 		$4.49M Buy
70,660
+14,051
+25% +$806K 0.01% 533
2022
Q4 		$2.76M Buy
56,609
+27,806
+97% +$1.44M ﹤0.01% 645
2022
Q3 		$1.42M Sell
28,803
-4,720
-14% -$315K ﹤0.01% 808
2022
Q2 		$2.15M Sell
33,523
-3,721
-10% -$296K ﹤0.01% 692
2022
Q1 		$4.37M Sell
37,244
-1,123
-3% -$121K 0.01% 490
2021
Q4 		$5.71M Sell
38,367
-13,304
-26% -$2.52M 0.01% 390
2021
Q3 		$10.6M Buy
51,671
+7,217
+16% +$1.38M 0.02% 255
2021
Q2 		$7.93M Buy
44,454
+41,800
+1,575% +$6.13M 0.01% 303
2021
Q1 		$348K Buy
+2,654
New +$445K ﹤0.01% 1695

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's DASH Position: Q1 2026 in Review

Creative Planning reduced its DoorDash (DASH) stake by 3% in Q1 2026, selling an estimated $442K and leaving 76,420 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #636.

Creative Planning first reported a position in DASH in Q1 2021 and has held it in 21 quarters since. The position peaked at $23.2M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Creative Planning held 76,420 shares of DoorDash worth $11.5M as of Q1 2026.
  • Creative Planning sold 2,391 DoorDash shares in Q1 2026, an estimated $442K.
  • DoorDash made up 0.01% of Creative Planning's portfolio in Q1 2026, its #636 holding.
  • Creative Planning first reported a position in DoorDash in Q1 2021 and has held it in 21 quarters since.
  • Creative Planning's DoorDash position peaked at $23.2M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.